Personal Banking Advisor, Loan Origination

Personal Banking Advisor, Loan Origination

Personal Banking Advisor, Loan Origination

Job Overview

Location
Montreal, Quebec
Job Type
Full Time Job
Job ID
109894
Date Posted
1 year ago
Recruiter
Raymond Catherine
Job Views
215

Job Description

As a Personal Banking Advisor specialized in Loan Origination at the National Bank call centre, you’ll live your ambitions while having a positive impact on the lives of your clients and colleagues—and your own life.  You’ll adopt a friendly approach and provide high-quality advice as you offer a people-centric experience and recommend financing products to meet clients’ needs. 

Your role

  • Handle inbound and outbound calls from clients
  • Listen to clients’ needs and resolve situations that may be complex
  • Provide advice and offer financing solutions, including personal loans, lines of credit, limit increases and loan and line of credit insurance
  • Create lasting business relationships with clients
  • Refer clients to your colleagues for their specialized needs
  • Ensure adherence to compliance and risk management rules

The call centre is open Monday to Friday from 8:00 a.m. to 8:00 p.m. and Saturday from 9:00 a.m. to 5:00 p.m. A number of work schedules are available and will vary depending on team availability. To offer quality customer service, you must be able to work 1 or 2 evenings a week and Saturdays on a rotating basis. You’ll report to the Loan Origination Manager and work with a team of financing specialists on a daily basis.

You will begin with a 2-week on-the-job training. It will give you the opportunity to experience the call centre environment, more specifically work with the financing teams, and get to know your teammates. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies.

Required skills:

  • College diploma (DEC) or equivalent
  • Customer service experience, inclusive attitude and openness to diversity
  • Ability to build business relationships
  • Strong ability to analyze concepts
  • Positive attitude and empathy for clients
  • Ability to communicate effectively in English and French 

Preferred skills:

  • Diligence, team spirit and an eagerness to learn
  • Interest in technology and skilled in sharing knowledge
  • Knowledge of loan and credit products
  • Ability to adapt to different situations

Our team values passionate people and bold ideas. We work together to make sure our clients reach their goals, and our colleagues do what they love. We rely on our colleagues to share knowledge and help one another. 

Your benefits 

Upon hiring, you’ll be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive and flexible benefits for you and your family: 

  • Health and wellness program, including many benefits 
  • Flexible group insurance 
  • Pension fund
  • Employee Share Ownership Plan 
  • Employee and Family Assistance Program 
  • Preferential banking services 
  • Community involvement program 
  • Telemedicine 
  • Virtual sleep clinic 

These are just some of the many benefits we offer. We’ve also rolled out several additional measures to ensure your health, safety, and wellbeing during the pandemic

Job ID: 109894

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